Financial Planner

Senior Financial Advisor / Wealth Planner

Senior Advisors are responsible for managing the entire client experience, including:

• Conducting discovery and planning meetings
• Presenting recommendations and planning solutions
• Implementing advisory and insurance strategies
• Managing ongoing client relationships
• Identifying additional planning opportunities
• Serving as the primary trusted advisor to clients and their families

We are seeking accomplished advisors who have already built successful careers and are looking for a platform that allows them to accelerate growth without the burden of constant prospecting.

• 10+ years of experience as a Financial Advisor, Wealth Advisor, Retirement Planner, or Financial Planner
• Demonstrated success serving retirement-focused and high-net-worth clients
• Proven track record of business development, client retention, and revenue generation
• Strong consultative sales and relationship-management skills
• Ability to convert qualified opportunities into long-term client relationships
• Exceptional presentation and communication skills
• Active Series 65 or Series 66 and Series 7 preferred
• Ability to work onsite and meet with clients throughout New Jersey

Ideal Background Candidates may have previously or currently work at:

• Independent RIAs
• Wirehouses
• Regional brokerage firms
• Insurance-based advisory practices
• Independent financial planning firms

Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.